Balanced Wealth Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Balanced Wealth Group LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$95.11 - $97.92 $1.04 Million - $1.07 Million	-10,900 Reduced 63.43%	6,284 $605 Million
Q1 2024 May 13, 2024	SELL	$96.75 - $99.37 $5.26 Million - $5.4 Million	-54,385 Reduced 75.99%	17,184 $1.66 Billion
Q4 2023 Feb 06, 2024	BUY	$91.67 - $99.66 $6.56 Million - $7.13 Million	71,569 New	71,569 $7.1 Billion

1,932

1.03B

68.7K

176K

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

Stay updated on Balanced Wealth Group LLC with notifications on news.